Patrick Anderson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. Prior to this, he worked as a Financial Advisor at Thrivent Financial from 2013 to 2016. Patrick holds a California Insurance License, which supports his work in financial planning and advising. In his role, Patrick collaborates with clients to understand their values, goals, and life changes, aiming to develop financial plans that are simple and effective. His approach focuses on building comfort and confidence in clients' financial futures. Outside of his professional career, Patrick's personal interests include cooking and baking, fishing, fitness, parenthood, scuba diving, and traveling.

Kaiping Wu is a financial advisor at OSAIC with 31 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at FSC Securities Corporation and its affiliated entities. Wu is also the owner of Consultants Of Wu Corp., a corporation providing consulting and sales services related to group and individual insurance products. OSAIC serves a wide range of clients, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating a broad range of investment options and third-party services.

Sharon Decampo is a financial advisor at Stifel with 40 years of industry experience. She has held her current position at Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 credentials. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Camille Deol is an Investment Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Camille gained experience within the same company as a Planning Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Camille holds a California Insurance License, supporting her professional capacity in financial and investment consulting. She is dedicated to understanding clients' financial goals and crafting tailored financial plans to provide peace of mind regarding their financial future. Outside of her professional work, Camille enjoys cooking and baking, fitness, exploring food as a foodie, skiing, traveling, and volunteering.

Joshua Huezo is a financial advisor with Thrivent Investment Management in Irvine, CA, holding a Series 66 designation and three years of industry experience. He has been with Thrivent and its affiliates since 2022 and previously worked at Custom Building Products from 2016 to 2023. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Lauren Alexander Vasquez is a financial advisor with Charles Schwab in Mission Viejo, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2020, and previously held positions at Equitable Advisors, AXA Advisors, Select Quote Insurance Services, and Harden Communications Partners LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment program within an integrated operational structure.

Bradley Petty is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He is a CERTIFIED FINANCIAL PLANNER™ practitioner who collaborates with clients and their families to develop financial plans aimed at achieving their goals. Bradley emphasizes creating and executing strategies while regularly monitoring progress to provide clients with confidence in their financial decisions. He brings a wealth of experience from his previous roles, including Senior Financial Consultant at TD Ameritrade from 2014 to 2018, Financial Representative at Fidelity Investments from 2012 to 2014, and Financial Representative at Northwestern Mutual from 2011 to 2012. Bradley holds a California Insurance License. Outside of his professional work, Bradley has interests in cars, fitness, football, golf, music, and outdoor adventures.

Ali Saghafi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Thinh Nguyen is a financial advisor with Fidelity, holding a Series 66 designation and 21 years of industry experience. Prior to joining Fidelity in 2021, he worked at Wells Fargo Funds Management and Wells Fargo Funds Distributor from 2005 to 2017, and at Integrity Funds Distributor, LLC from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Jennifer Hocking is a Series 66–licensed financial advisor at Raymond James & Associates with 10 years of industry experience. She worked at UBS Financial Services for nine years before joining Raymond James in 2024. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Adam Macdonald is a financial advisor with RBC Capital Markets in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at City National Bank, First Republic Investment Management, and Wells Fargo Advisors. Outside of his advisory work, he serves on the board of Compass Bible Institute, participating in efforts to raise capital and increase student participation, and supports a financial literacy program for teens at the University of California, Irvine. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through various advisory programs and leveraging both in-house and third-party investment managers.

Steven Tran is a financial advisor with Wells Fargo Advisors in Santa Ana, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2015. Outside of his advisory role, Tran is a licensed notary public and owns a financial practice in Irvine, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, using proprietary research and planning tools to develop tailored recommendations for clients.

Neil Ratwani is a financial advisor at Merrill in Irvine, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Merrill Lynch since 2011. Outside of his advisory role, Ratwani is the General Partner and Managing Member of Tivola SY LLC, an entity established to manage a family-owned rental property. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Eugene Okoreeh is a financial advisor with Primerica Advisors in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of advisory activities, he also engages in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates implementation to BNY Mellon Advisors.

Samuel June is a Senior Financial Advisor and Senior Vice President with June, Mitchell & Associates at Merrill Lynch Wealth Management. Since joining Merrill Lynch Wealth Management in 2011, he has focused on developing enduring relationships with individuals, families, and entrepreneurs to help them pursue a secure and cohesive financial future. His approach emphasizes relieving clients of financial worries so they can concentrate on their personal priorities. With over 25 years of experience in the financial services industry, Sam’s expertise spans corporate executive services, education planning, family wealth management, retirement income strategies, and portfolio management. He also holds specialized knowledge in real estate, home financing, cash-flow analysis, budgeting, and financial strategies for special-needs children. Sam works closely with clients from diverse backgrounds and life stages, including business owners, executives, retirees, and inheritors, to provide practical and creative financial solutions. Sam holds the Certified Plan Fiduciary Advisor® designation and is a specially qualified Portfolio Manager within Merrill Lynch. He is also a Retirement Accredited Financial Advisor, having completed certification through the Longevity Training Program at the University of Southern California Davis School of Gerontology. He attended the University of Bridgeport and Sacred Heart University and earned a high school diploma from Notre Dame Catholic High School. Sam lives in Laguna Niguel with his wife; they have three children and three grandchildren. In his spare time, he enjoys golfing, singing, and visiting his grandchildren in Oregon.

Frank Amelio is a financial advisor with LPL Financial in Newport Beach, CA, holding Series 63 and Series 65 designations and possessing 40 years of industry experience. He has been with LPL Financial since 2013 and concurrently worked with Focus Investment Advisors from 2013 through 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and multiple investment strategies.

Parvez Howlader is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera and its affiliates since 2014 and has experience as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Burns is a CFP® with 39 years of industry experience and has been with Stifel Nicolaus & Co. Inc. since 2008. He serves as a board member for the Rotary Club of San Clemente and works as an actor and theater coach. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Esteban Muniz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill and Bank of America N.A. Muniz also has experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in earlier roles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Nicolas Radisay is a financial advisor with LPL Financial in Irvine, CA, holding a Series 66 credential and bringing 25 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is employed by the Laguna Beach Unified School District and Laguna Beach Recreation Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.